Bsw Wealth Partners Vanguard Mega Cap Value Transaction History
Bsw Wealth Partners
- $587 Million
- Q1 2024
A detailed history of Bsw Wealth Partners transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Bsw Wealth Partners holds 151,329 shares of MGV stock, worth $18 Million. This represents 3.08% of its overall portfolio holdings.
Number of Shares
151,329
Previous 292,976
48.35%
Holding current value
$18 Million
Previous $32 Million
43.56%
% of portfolio
3.08%
Previous 6.39%
Shares
6 transactions
Others Institutions Holding MGV
# of Institutions
388Shares Held
44.4MCall Options Held
55.5KPut Options Held
200-
Assetmark, Inc12.9MShares$1.53 Billion5.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$462 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.47MShares$294 Million0.02% of portfolio
-
Lincoln National Corp1.96MShares$233 Million3.75% of portfolio
-
Ubs Group Ag1.8MShares$214 Million0.05% of portfolio